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Technology Stocks : Semi Equipment Analysis
SOXX 306.14+0.4%Dec 24 4:00 PM EST

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To: Return to Sender who wrote (9741)5/9/2003 4:52:42 PM
From: Big Bucks  Read Replies (2) of 95632
 
Does anyone know just why it is deemed "necessary" for
chip device sizes to drop below 0.13u ? There really isn't
that much market demand for this type of chip. It seems
apparent to me that consumers certainly don't care and it is
easier and cheaper to just stay with current technologies for the next 5 years. I see no compelling reason (except
maybe for microprocessor and memory speed enhancement) for
the majority of chip makers to have faster chips. We are
not fully utilizing the chip capabilities that we have now.
It seems a better solution would be to just increase the
number of devices on the board and use software to increase
consumer component performance. If my assessment is true,
then very few chip companies really need to purchase next
generation equipment right now and can benefit financially
from exploiting the equipment that they currently use for
chip manufacturing with only occasional upgrades required
until a compelling need for smaller devices is demanded by
the market. BB
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